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Jason Venditti

Stirlingshire Investments
20 Years of Experience
Port Charlotte, FL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Venditti is a registered investment advisor at Stirlingshire Investments, based in Port Charlotte, FL, with 20 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Investment Management, Real Estate Investing, and 1 more. Their firm serves 1,071 clients with $240M in assets under management.

Stirlingshire Investments
Compensation
Fee-Only (% of Portfolio)
Firm Size
27 advisors
Number of Clients
1,071 clients
Average Client Portfolio
$228K average
Assets Under Management
$244.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable up to 2.00%. Portfolio management fees are calculated using a blended rate across tiers and billed monthly in arrears based on the average daily balance. Additional model marketplace fees of 20 to 100 basis points apply if selecting third-party model strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Port Charlotte, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2013
Settled
Employment Separation After Allegations
January 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason owns and operates Punta Gorda Insurance LLC, selling property and casualty insurance. He also sells life insurance under his own name.

Employment History
Current Registrations
Stirlingshire Investments
September 2024 - Present · 2 yrs 1 mo
Stirlingshire Investments
December 2023 - Present · 2 yrs 10 mos
Stirlingshire InvestmentsBroker
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Hazard & Siegel, INC.Broker
July 2017 - December 2023 · 6 yrs 5 mos
Hazard & Siegel Advisory Services LLC
July 2017 - December 2023 · 6 yrs 5 mos
MML Investors Services, LLCBroker
March 2014 - July 2017 · 3 yrs 4 mos
Pinnacle Investments, LLCBroker
February 2009 - March 2014 · 5 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
June 2006 - February 2009 · 2 yrs 8 mos
Morgan Stanley
September 2005 - June 2006 · 9 mos
Morgan Stanley Dw INC.Broker
September 2005 - June 2006 · 9 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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